salesforce shares owned by Private Wealth Partners
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 20k | 237.00 |
| 2025-06-30 | $5.3M | 20k | 272.69 |
| 2025-03-31 | $5.4M | 20k | 268.36 |
| 2024-12-31 | $5.3M | 16k | 334.33 |
| 2024-09-30 | $4.0M | 15k | 273.71 |
| 2024-03-31 | $4.8M | 16k | 301.18 |
| 2023-12-31 | $4.1M | 16k | 263.14 |
| 2023-09-30 | $3.1M | 15k | 202.78 |
| 2023-06-30 | $3.3M | 16k | 211.26 |
| 2023-03-31 | $2.7M | 14k | 199.78 |
| 2022-12-31 | $1.7M | 13k | 132.59 |
| 2022-09-30 | $2.3M | 16k | 143.86 |
| 2022-06-30 | $2.6M | 16k | 165.07 |
| 2022-03-31 | $4.3M | 20k | 212.30 |
| 2021-12-31 | $5.2M | 20k | 254.13 |
| 2021-09-30 | $5.0M | 19k | 271.24 |
| 2021-06-30 | $4.5M | 18k | 244.29 |
| 2021-03-31 | $3.9M | 18k | 211.89 |
| 2020-12-31 | $4.1M | 19k | 222.55 |
| 2020-09-30 | $4.6M | 18k | 251.30 |
| 2020-06-30 | $3.4M | 18k | 187.33 |
| 2020-03-31 | $2.6M | 18k | 143.96 |
| 2019-12-31 | $3.0M | 18k | 162.64 |
| 2019-09-30 | $4.4M | 30k | 148.44 |
| 2019-06-30 | $4.5M | 30k | 151.73 |
| 2019-03-31 | $4.7M | 30k | 158.36 |
| 2018-12-31 | $4.9M | 36k | 136.97 |
| 2018-09-30 | $4.8M | 30k | 159.03 |
| 2018-06-30 | $4.1M | 30k | 136.40 |
| 2018-03-31 | $2.3M | 20k | 116.30 |
| 2017-12-31 | $1.8M | 18k | 102.22 |
| 2017-09-30 | $683k | 7.3k | 93.36 |
| 2017-06-30 | $593k | 6.8k | 86.67 |